San Jose Tax Preparers

Joshua G.

Verified review

Couldn't be happier. Avi always responds in moments. Very patient with ignorance (ha) and goes out of his way to help out in a variety of ways. I had some AMT to deal with and I knew what the total should have been but had no idea how to work through the labyrinthian process of the government form calculation. He hit my total within a fraction of a penny. Would definitely use him again without hesitation.

Stephen H.

Sarah P.

Verified review

Nothing could have been better. Raymond is truly outstanding. I'll be going to him EVERY year now. I can't recommend him highly enough: he is flexible, FAST and efficient, and kind. I feel SO fortunate to have found him!

About

Get Honest Answers to Your Tax Problems!
Christopher R. Jacquez, is the owner of eTax Relief and an Enrolled Agent licensed by the United States Department of Treasury to represent Taxpayer's before the IRS. With more than eighteen years of experience in tax controversy, preparation & planning, he is a seasoned and well rounded leader in his field. At the time of it's issuance, Christopher was one of the youngest individuals to ever obtain an Enrolled Agent's license, from the U.S. Department of Treasury. The license is only issued after passing a rigorous four part examination, that requires extensive knowledge and/or experience to pass. If you are experiencing problems related to a wage garnishment, back taxes, a bank levy or worse, Christopher can provide the friendly and guiding hand, needed to bring your problems to resolution.
Get Honest Answers to Your Real Estate Concerns!
Christopher is also a licensed CA Realtor. As both a commercial and residential agent, he specializes in investment property analysis, sales and Section 1031 "Like-Kind" Exchange transactions. He first obtained his Real Estate license in 2003 and has since gained extensive experience with short-sale transactions, like-kind (Sec. 1031) exchanges and effectively removing or subordinating tax liens attached to real property. He offers traditional buyer and seller representation, as well as assistance with tax planning for real property scenarios. He also participates as a guest speaker at various seminars and events with respect to the tax consequences and compliance issues, surrounding real property transactions.
Over the course of his career, Christopher has successfully built and operated his own tax and real estate practice, while providing valuable support to other established Public Accounting firms and Real Estate offices throughout the Bay Area.
eTax Relief provides strategic solutions for unfiled taxes & IRS and state tax debts. We also offer tax audit defense, tax preparation & planning, capital gains planning and collection assistance.
Christopher R. Jacquez, the "Tax Pro Realtor", offers extensive real estate services in connection with tax planning scenarios, to maximize investment potential and tax savings for homeowners and investors.
Our team is honest, ethical and goes to great lengths to keep our clients happy and coming back to us year after year.
Our areas of expertise include:
- Offer(s) in compromise
- Penalty and interest abatement(s)
- Releases of wage garnishments and bank levies
- Tax audit defense
- Tax lien release(s), discharge(s), and subordination
- Tax planning for short sales and foreclosures
- General tax planning
- Tax preparation for current and delinquent filers
- Section 1031 "Like-Kind" Exchanges
- Tax planning for homeowners and real estate investors
Do you have a criminal tax matter? We work with an excellent tax attorney. Do you need a full-time accountant for your business? We can set you up with an excellent CPA. Do you need a Realtor to assist in the sale or purchase of your home or investment property...Chris can help!
There is no charge for your initial consultation and we are happy to provide real answers to your questions.
We have two offices to serve you. Vistit us in our Fremont, CA office (East Bay) or our Corte Madera, CA office (Marin County/North Bay).
We look forward to hearing from you!

Peter X.

Melanie L.

Verified review

Robb did an outstanding job in helping me review my federal tax returns and file California state tax for the last few years (I was not aware I had to file due to non-residency) He was efficient, prompt and very professional. I would highly recommend him.

Stacey B.

About

Accounting, bookkeeping, tax, and financial services for technology companies and high-tech startups. For startup companies, we provide a comprehensive accounting system setup.
Established in 2010
Galina is a Certified Public Accountant with over 15 years of diverse accounting and audit experience working for public companies, private companies, and CPA firms. She is a member of American Institute of CPAs (AICPA). Prior to starting her own business Galina held various accounting positions with international and regional firms. Galina specializes in accounting, bookkeeping, tax, and financial services for technology companies and hi-tech startups.

Sunil K.

About

Our Value is Preparation Services + Protection + Trust + Advice + 5 Star Customer Service. We offer competent full service solutions for business success.
We are dedicated to service global clients with maximizing your net worth. We serve public and private clients, as well as businesses and individuals.
More served, more saved, increased happiness, and less stress is the power of Chen Accountancy.
Our mission:
Our mission is to help you prosper. Not only do we prepare your taxes, but we can also help you minimize your tax burden, maximize your personal wealth, and grow your business. How? Through sound, practical tax, financial, and business advice.
We are taxation experts, therefore we are tax advisors. We are personal finance experts, therefore we are financial advisors. We are business experts, therefore we are business advisors. Also, we are an individual's most trusted advisor.
We provide the following services for accounting, tax, financial, and consulting:
(A) Accounting Service
1. Financial Statements - Monthly, quarterly, and year-end balance sheets and operating statements are prepared accurately and timely for a broad range of small business clients.
2. Bookkeeping - Complete bookkeeping services for small businesses.
3. QuickBooks Advisor - Complete QuickBooks services for new and small business.
4. Payroll Services -Total payroll services for small business clients.
5. Incorporations Service - We provide complete incorporation services for all different type of entities for profit and non-profit.
(B) Tax Service
1. Tax Audit Representative - We specialize in all kinds of tax audits and deal with Internal Revenue Service and State tax agencies for businesses and individuals
2. Business Tax Returns Preparation - We prepare all different types of entity tax return. A variety of small business tax returns are prepared each year.
3. Individuals Tax Return Preparation - Tax returns and filing instructions have been prepared for a lot of individual clients each year.
4. E-file Provider - We provide E-file for individual income tax, and all kinds of business entity income tax, payroll tax, sale and user tax.
5. Tax Advisor - We are taxation experts, therefore we are tax advisors
6. Tax Planning - Long term, annual, and mid-year tax planning and tax forecasting services.
(C) Financial Service
1. Financial Planning - Personal financial planning is important to individuals at all income levels. Faced with complicated and ever-changing tax laws, rising and falling inflation rates, and an explosion of investment opportunities, many individuals are finding that the expertise of us can help them make the most of their money.
2. Retirement Planning - We have all different kinds of investment products which provide safe and better return for worry free retirement life.
3. Education IRA Plan - We have all different kinds of investment products which provide safe, better return, and tax benefits for children's future education needs.
4. Real Estate Investment - We provide residence and commercial real estate investment as one of tax saving strategies
5. Loan / Refinance Analysis - We help clients to do loan and refinance analysis from the tax-saving point of view in order to get the best tax benefit.
(D) Consulting Service
1. Small Business Advisor - By providing accounting and auditing services, tax services, management consulting services, and financial planning services, we help small businesses prosper and face their competition with confidence.
2. Management Consultant - Our technical knowledge, training, and business experience enable us to provide a broad range of management advisory services
3. Debt-free consulting

About

Liberty's income tax preparation services give you tax advice the way it's meant to be: friendly, accurate and with a money back guarantee. When you come to us with your tax return, relax and let a Liberty Tax preparer take care of finding your biggest refund. Every tax preparer in our stores has undergone thorough training in both state and federal tax structures. We know the tax code, and we know how it applies to you. Now let us use that knowledge to get you the big refund you deserve, or possibly save you money by finding tax breaks.
No matter how complex your tax situation, our professional tax service team is ready to help you. We can assist with your standard income tax return, but we're also well versed in the complexities of self-employment, home based businesses, and more. We're available for you throughout the year when you need to file estimated taxes or when you have tax questions. Friendly, knowledgeable tax filing experts and results you can trust: that's the Liberty Tax guarantee.
We make customers our priority so when you're looking for a tax service firm, Liberty is the best choice. Liberty Tax provides computerized income tax preparation services, electronic filing, audit assistance and free review of income tax returns.

About

Mason & Mickens Financial Solutions Inc. offers complete accounting, financial and tax services, with its offices in Milpitas and Newport Beach. Our expertise is centered on four main services: 1) IRS and state tax problems, 2) tax preparation, 3) small business accounting and payroll, and 4) entrepreneurial consulting and business analysis.
Whether your return is simple or a very complex sole proprietorship, Mason & Mickens Financial Solutions Inc. provides the same high-level review to every single return that we prepare.
Call Mason & Mickens Financial Solutions Inc. to learn more about our tax preparation and tax planning services that are designed for you to minimize your tax liability.

About

Call us. We offer income tax preparation and filings for the individuals, sole proprietors, corporations, partnerships, LLCs, and S corporations.
We offer bookkeeping services that include bank reconciliation, and financial statement generation with daily, weekly, or monthly reporting. We offer complete payroll service that includes IRS, EDD tax filings, year-end W-2, and annual reconciliation. We offer custom business systems tailored to your industry.
Check out our discount for early income tax preparation enrollment.

About

Let us worry about your taxes.
We offer the following services: tax and accounting, tax planning, specialize in complex returns, real estate, partnerships, and small to medium businesses.
We also provide help with IRS letters, bookkeeping, and financial advice pertaining to tax savings .

About

We are a full-service tax preparation, tax planning, and bookkeeping company in the San Jose area.
We also offer IRS audit representation. Our clients include individuals, businesses, trusts, and estate.

About

I provide accounting, bookkeeping, tax, and payroll services to individuals and small businesses.
I am a QuickBooks ProAdvisor. I use the latest QuickBooks Premier Accountants edition to match any business. I also provide tax services. I have a few years of tax experience with H&R Block.
My customers always find me pleasant to work with. I am efficient, loyal, quick, and dependable. I have integrity and business ethics.
I am an accountant and a Realtor. I have worked as an engineer for over 15 years in Silicon Valley. I have been providing financial services and tax services for about five years.

About

My name is Lisa Zhang, and I serve the Bay area. I'm an experienced and certified public accountant specializing in bookkeeping, and individual and business taxes. My clients benefit by getting professional, personalized and reliable service.
I provide tax return preparation services, and accounting and QuickBooks services.
For bookkeeping service, my hours are flexible; I can be available several days a week/month/quarter, including evenings and weekends, depending on your needs. I can work either at your business location or off-site. I am dependable, and a seasoned expert in my field.
My rate is affordable, starting at $150 per month.
Qualifications:
- Certified Public Accountant (CPA)
- Business of Science in Accounting - San Jose State University
- Master of Science in Taxation- Golden Gate University
- Member of American Institute of Certified Public Accountants
- Member of the California Society of CPAs
If you'd like to find out more about my services, please contact me.
Lisa Zhang
CPA

About

I offer tax preparation services. I guarantee affordable prices.
My rates start at $35 for a simple form. Extra fees may apply for additional forms.
Home service is available for pickup and drop off of the paperwork.
I am bilingual in English and Japanese.

About

Tom Glascott, a San Jose CPA, works with small businesses in the construction, high-tech, retail, entertainment, and service industries.
We provide small business accounting, tax preparation and many more.